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Evercore

209 hedge funds and large institutions have $1.74B invested in Evercore in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
36
Increased
82
Reduced
68
Closed
23
Calls
$2.95M
Puts
$2.86M
Net Calls
+$89K
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
JMH
176
J.M. Hartwell
New York
$231K +$9.68K +175 +4%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$221K -$2.02M -36,500 -90%
NCCM
178
Nine Chapters Capital Management
New Jersey
$221K +$221K +4,000 New
RCM
179
Reynolds Capital Management
Nevada
$204K +$204K +3,700 New
PG
180
PEAK6 Group
Illinois
$116K +$116K +2,099 New
DADC
181
D.A. Davidson & Co
Montana
$105K -$16.2K -294 -13%
BRWM
182
B. Riley Wealth Management
Tennessee
$75K +$75K +1,354 New
Barclays
183
Barclays
United Kingdom
$74K -$1M -18,129 -93%
BJ
184
BlackRock Japan
Japan
$70K +$70K +1,268 New
FMT
185
First Mercantile Trust
Tennessee
$65K -$3.31K -60 -5%
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$61K +$2.92K +53 +5%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$60K +$22.3K +405 +59%
Canada Life
188
Canada Life
Manitoba, Canada
$57K
BlackRock
189
BlackRock
New York
$55K
OIA
190
Optimum Investment Advisors
Illinois
$55K
BPBT
191
Boston Private Bank & Trust
Massachusetts
$38K +$13.5K +246 +55%
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$31K +$7.18K +128 +30%
Creative Planning
193
Creative Planning
Kansas
$28K
FNBT
194
FineMark National Bank & Trust
Florida
$24K
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$18K +$18K +329 New
FHA
196
First Horizon Advisors
Tennessee
$16K
QT
197
Quantbot Technologies
New York
$11K +$11K +200 New
WEC
198
Winslow Evans & Crocker
Massachusetts
$7.4K
Manulife (Manufacturers Life Insurance)
199
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.32K +$104 +1,884 +1%
HIM
200
Hillsdale Investment Management
Ontario, Canada
$5K +$5K +90 New